High Net Worth Certification course

Issued by Kaplan Professional Australia

Earners of the High Net Worth Certification equips advisers with the knowledge and expertise to implement a step-by-step process for providing quality financial advice to high net worth (HNW) individuals.

Type Certification
Level Advanced
Time Weeks
Cost Paid

Additional Details

Skills

Account Management
Business Environment Analysis
Client Investment Suitability
Customer Acceptance Checking and Onboarding
Customer Acquisition Management
Partnership Management
Personal Finance Advisory
Product Advisory

Earning Criteria

Completed all six High Net Worth subjects with at least 70% achieved in the assignments and exam.
Score a passing grade of 70% for the assignments and exam.
To renew your badge after 2 years, provide a CV demonstrating you have actively provided financial advice to high net worth clients throughout this period, as well as 2 years’ of your Continuous Professional Development (CPD) records, and pay a renewal fee of $250.

Standards

IBF

The HNW Certification has been accredited by the IBF under the Skills Framework for Financial Services.